Kyle A. Mendelsohn, CRC®
Senior Vice President & Financial Advisor
Kyle is the Managing Partner of Mendelsohn Wealth Management Group, where he has been offering financial guidance to individuals, families, businesses and non-profit organizations since 2002. He firmly believes that education is the key to long-term financial success and is dedicated to establishing a robust foundation of financial literacy with each of his clients. Recognizing the uniqueness of every individual’s financial landscape, Kyle takes a holistic approach in evaluating all of his client’s individual needs.
Prior to joining Coastline in February 2021, Kyle and his team dedicated four years at Lincoln Investment from 2017 to 2021. Notably, Lincoln Investments acquired The Legend Group in 2017 where Kyle and his team worked from 2002 to 2017. A native of the Port Jefferson area, Kyle earned a BBA in Accounting from Hofstra University. He is a Certified Retirement Counselor and holds licenses including the Series 7 General Securities License, the Series 63, 65 and Insurance licenses.
Kyle, along with his wife Stephanie, resides in Port Jefferson and actively participates in community service by volunteering with several local charities. Beyond his professional life, Kyle is an avid football fan. He cherishes quality time with his family engaging in outdoor activities, golfing, travelling and attending live music events.